Biotech Values

[Mufaso]

That is what Brain inferred (i.e. - that they will take a quad to the clinic with some haste).

The plan he suggested was to first test their DACRA standalone. After phase 1 DACRA only confirming safety, I would see them going to a phase 2 that had standalone DACRA only plus a different phase 2 with VK2735 in combo with their DACRA.

As I posted in #msg-175213979 LLY may also be planning a quad with Trizepatide and KeyBioscience's DACRA and may turn out to be the first "QUAD". (if they are the first I suspect it will be inferior to what Viking has so it is not a concern to me.)

However, my money is on Viking (or whomever acquires them) as being the first. Reason #1 being VK2735 is simply a better/safer compound to begin with than Trizepatide. Reason #2 is that Viking R&D seems to have some expertise in understanding DIO mice and when a compound causes AE's. I bet Marianne Mancini who is COO and the clinical brains behind VK2735's success in trials so far already has a good handle on this. Reason #3 is Brian Lian typically under promises and overdelivers. For him to infer the combo at this point tells me he knows something.

Time will tell.